Institutional Owners for BMY
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ALETHEIAN WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 10,477 | +Inf | 03-31-2024 | |
| FERRIS CAPITAL LLC | COM | 2052 | $765,000 | 10,470 | 0.18 | 0.14 | -26 | -0.25 | 03-31-2022 |
| XCEL WEALTH MANAGEMENT LLC | COM | 2053 | $566,975 | 10,455 | 0.00 | 0.00 | -1,515 | -12.66 | 03-31-2024 |
| SUMMIT FINANCIAL GROUP INC | COM | 2054 | $564,263 | 10,405 | 0.00 | 0.00 | -25 | -0.24 | 03-31-2024 |
